Robert Himmelman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He has prior experience at firms including Fortitude Family Office, LPL Financial, and UBS Financial Services. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with comprehensive wealth management, financial planning, and investment advisory services. The firm employs a total picture approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Harley Samuelson is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having joined both firms in 2024 after 16 years with Edward Jones. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Christopher Bowman is a financial advisor at CreativeOne Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Prospect Wealth Advisors, LLC and Gentry Wealth Management. Outside of advisory services, he is involved with real estate ventures through an LLC focused on management and business development in that sector. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts with a combination of proprietary and third-party portfolios, utilizing a range of investment strategies including ETFs, mutual funds, options, and private investments.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving as a financial advisor at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior roles include positions at Bank of America, Merrill, AGS Financial Group, and AMP Horizons. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm manages multi-billion dollar portfolios using customized, diversified investment strategies that include fixed income, domestic and international equities, REITs, and alternative investments, incorporating tax-aware techniques and both discretionary and non-discretionary mandates tailored to clients' specific investment policy statements.

J. Flynn is a financial advisor with Moors & Cabot, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and D.A. Davidson & Co. Flynn serves as a lay board member of the Endowment Foundation for The Episcopal Diocese of Montana and participates in the Evergreen Chamber of Commerce for business networking and community engagement. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored investment management, financial planning, and consulting services through discretionary and non-discretionary arrangements, applying a range of portfolio strategies and utilizing third-party sub-advisors where appropriate.

Stephen Bull is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at firms including LPL Financial, Securities America, and Next Financial Group. Outside of advising, he owns Kraft Screens, a non-investment-related business. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios and offers discretionary portfolio management, financial planning, and pension consulting.

Stephen Widmer Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including OSAIC, Sagepoint Financial, and Sunamerica Securities. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary client authority.

Alexander Mitchell is a financial advisor at Cerity Partners LLC with 11 years of industry experience. His prior roles include positions at Camopy Wealth Management, Bank of America, Merrill Lynch, and TEKsystems. He holds the Series 63 and Series 66 designations. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services centered on client-specific investment profiles and employs a combination of proprietary quantitative methods, third-party strategies, and direct security selection.

Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Stratos Wealth Partners, LPL Financial, Wells Fargo Clearing, and Citigroup Global Markets. She is also the owner of Meola Consulting, a non-investment-related business. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm’s model is advisor-driven, offering discretionary and non-discretionary portfolio management through an open-architecture platform integrating multiple third-party managers and providing a range of financial planning and outsourced CIO solutions.

Aaron Vettraino is a financial advisor at United Planners Financial Services of America with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at M. S. Howells & Co and The Vanguard Group, Inc. Outside of finance, he has been involved with AquaSafe Swim School for over a decade. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisors through a limited-partnership ownership structure and formalized transition assistance.

Justus Novak is a financial advisor with Carson Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Silverhawk Private Wealth, The Vanguard Group, and Northwestern Mutual, among other firms. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and offers tailored investment solutions.

Vanessa Garcia is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and having one year of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2018, and her prior experience includes roles at Carmax, Sephora Inside JCPenney, Papered Kiss, and Fullscreen Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment guidance is based on internal research tools and asset-allocation models, with trade executions requiring client authorization.

Yikedes Zerihun is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc., Upgrade, Inc., and other firms. Outside of his advisory role, Zerihun serves as a judge and organizer for Muay Thai competitions in Arizona with the USMTA organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance relies on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Dustin Brutton is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Cerity Partners LLC and previously worked at Canopy Wealth Management and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he writes a spiritual blog as the owner of the Surrender Project. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining proprietary quantitative methods with third-party strategies and direct security selection.

Matthew Layman is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, with four years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to deliver tailored recommendations without exercising discretionary trading authority.

Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 47 years of industry experience. His prior roles include positions at Oppenheimer & Co., Waddell & Reed, and Piper Sandler & Co. He currently provides investment advisory services through Stratos Wealth Partners. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and includes financial planning and outsourced CIO solutions.

James Cummins is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Wells Fargo. His background also includes self-employment in financial services prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managed sleeves, with portfolio management centralized through an Investment Management Team and Wealth Portfolio Managers.

Steven Radonich is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Independent Financial Partners since 2018, following two years at First Western Trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Gayle Starr is a CFP® with 41 years of industry experience, currently serving at Commonwealth Financial Network since 2005. Prior to that, she worked at Ameritas Investment Company, LLC and The Advisors Group, Inc. Outside of her advisory role, she is president and owner of Starr Wealth Strategies, Inc., a private entity for operating a securities business, and president of Lin-Com, Inc., a fixed insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides adviser support through a range of managed-account programs, access to third-party asset managers, and custody and clearing services.

Mark Jones is a financial advisor with Carson Wealth in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Geneos Wealth Management, Inc., Integrated Wealth Management, and Cetera Advisor Networks. Outside of his advisory work, he is also an insurance agent, discussing life, health, disability, annuities, and long-term care insurance. CWM, LLC operates an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and offering tailored investment solutions through various third-party partnerships.